Tech Support has been very helpful. Our clients like the portal too.

I have found that a great deal of my clients have enjoyed the Canopy app. I have gotten feedback that it is good to have their return on the go.

Canopy is always upgrading and improving their software based on constant user feedback.

I love that it's so user friendly and the customer service is great. I love that they are always contacting us about new ideas to integrate into the program and they have implemented them.

Ability to have a real database of clients. Ability to collect fees through Stripe integration with Canopy.

Canopy was very easy to implement and use, it saved alot of time and space as far as filing and was very convenient for a secure upload area for clients.

I like the transcripts, but the CRM is overpriced.

At least monthly, I get an opportunity to view what is new on Canopy and what they are working on next. I can keep my finger on the pulse of my clients so I can quickly respond to their expectations.

What I liked most about using Canopy was how easy it was to navigate. It aliviated a lot of the busy work when communicating with our tax agent.

My clients love it because they can safely share their documents with me.

My overall experience using Canopy has been enjoyable and thankful. I enjoy the security it offers in sending and receiving sensitive files.

Canopy is a great tax utility for small businesses, it has all of the features that are needed and all of the documents required.

Very easy to use, minimalistic layout and great functionality, they know what they are doing and know how to make it easier for accountants.

The company said I could try the product and cancel for up to 6 months. They now are refusing to cancel.

I had problems exchanging large documents securely.

Cool features, outstanding customer service, constantly updating  to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore.

Canopy was a great program, I just don't believe it was worth the money they were asking by year two, so as a business we got rid of it.

I really like the software's ease of use; and my staff loves it.

The software is very easy to use and end user friendly.

Lack of charts showing all clients and the status of their case. This may be because I don't pay for all the bells and whistles.

I've had trouble using the transcripts feature - possibly user error. Found it somewhat easier to call IRS and get the transcripts.

Given the fact that the IRS is paper driven, that says a lot. Customer support is excellent for everything from asking for help to utilize functions or suggesting changes.

Horrendous, clunky design makes it very ineffiecient, and the reporting is practically non-existent.

I love the intuitiveness of the product and the user interface on both my end and my client's. I use the product on a continuous basis and it has turned out to be a precious timesaver for my firm.

I like the ease of integration between things, especially with the Firm Management and client management modules.

Jumped in and decided to make them our company for our tax prep business, and everything went wrong.

Engagements keep you focused on what you need to do and makes things less likely to fall through the cracks. The integration with gmail makes tracking/finding email conversations easy.

When we used Canopy, now the integration with the IRS helped us save so much time for pulling transcripts.

Canopy has saved me time in ease of use in obtaining IRS transcripts.

Customer Service is Terribly - This Company is too new to meet deadlines.

We have saved on paper and toner costs. Having all our client information in one place is incredibly valuable.

Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service.

Such a great company with outstanding services and products. They also offer great education webinars of their company's product.

The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes.

Dropbox is pretty good about storage and pricing for that storage. Pretty easy to share files to co-workers and give share permissions.

This product is easy to setup and use which make sit great as far as training goes. It can be used as a cloud data repository, shared and has great logging as to who did what and when.

My overall experience with Dropbox Business is great. The product is amazing for what it does and it is extremely easy to use even for beginners.

The product is easy to use and the most important feature that I saw on the app is the drag and drop feature it's so helpful it helps me upload media and files easily it's really a great feature.

Constantly changing UX - sometimes for the better, sometimes for the worse. Suffers from a bit of UX identity crisis.

This software is simple to use and has an excellent free version as well. It is useful to share documents with several people and that everyone has the updated version of the document.

The software has great customer support and tutorials. It is helpful to be able to track changes and see who is editing.

My overall experince is very good, such an amazing experince , speed is and GUI interface is very goood.

It also allows easy collaboration on files and It's pretty easy to use with an excellent user interface. It is also very seamless sharing files with external users.

I'll miss the drag and drop feature that I haven't seen in other options.

I was a team of one in the beginning and i still had to pay a ridiculous $75/month just to use it for myself.

What I like the most about this platform is the large storage capacity that it has, in addition to its value for money, which compared to other platforms has a great competitive advantage in costs.

If I fail to download them, then I no longer have access to the files. It may be that you only have access to files for a certain length of time, in that case the error would be mine.

We spent hours with customer service until we were told they stopped supporting our OS version. No warnings, no emails, nothing.

Sometimes the files do not sync properly or there are missing files. Another issue is since this is a cloud based platform there are outage problems as well and could use more backup data centers.

Dropbox is affordable, secure, backs up your files, and is easy to use with a team. I believe that the user interface is also quite pleasant.

I like that with ease I can back up important files and files that I want to share with others. For the most part, it's straight forward and lives up to its purpose.

Overall, Dropbox Business is a great tool for storing and sharing all kinds of files, and it offers good features for its price, so we are very happy with it.

I love the ease of accessing my Dropbox files right in my file browser on my computer. It integrates well with both Windows and Mac, and between the different operating systems as well.

Among all others, dropbox is best known for its user interface and organization of files and folders which is very impressive. Its quite to easy to access and use with user-friendly interface.

When it comes to more advanced packages, I highly recommend Dropbox Business. Love the customer service and plethora of features offered with it.

I love that this software is easy to use ! best features includes it's ability to merge with smart phone, tablets and laptops. This means I can upload anything from my most used devices.

I love that I can finally share large files with others. It's great to be able to bulk upload files via a OS X integration that is seamless.

Horrible, I switched over to Google Drive because of it. It is so incredibly hard to navigate and I think I lost a few files before.

I have been using Dropbox for quite a few now. The ability to storage documents in the cloud is really important and to that add the fact that is super easy to share with other users.

Increasing levels of data protection are needed at this time. This software has superior security performance with good customer support.

Features are great and very useful tool for my documents and a fair pricing support. It's is also very perfect for collaboration or integration with other softwares.

With the ongoing pandemic and need to collaborate with teams offsite, this has been a great resource. Having the ability to work on documents together in one place has been so helpful.

We would often get confused about which files were the most recent and individuals would be re-saving files only to see them get lost or not updated correctly.

It is very user friendly and integration with my other software was done very easily. I and some of my other colleagues have used it for sometime and we are satisfied with it.

I really liked how simple it is to access all the documents and shared files. It is a great way to share and see anything you want on your phone or computer.

I am so pleased to use this trust worthy application that has good security policy about the data storage and I always have the idea which of the system is having access to the files.

It's pretty easy to share and download them, and the cost for having unlimited It's pretty fair, compared with other similar softwares.

I like the ability to share documents and update them immediately, I love that once I edit a document that everyone can see it immediately in real time.

I mostly like the ease of collaboration and file sharing with this tool. It offers a lot of storage space for all of the files I have and the integration with other tools is great.

Great product, great customer service - the ease of use is really what sells it.

The security that the software has give me absolute confidence in my work related documents. Also the customer service was excellent.

The customer service has also been excellent and they have been quick to respond to any questions or issues that I've had.

It is not smoothly for 2 or more people to work on the same file at the same time because it may generate conflicts and we can't trace for what conflict that is going on.

We can share information with clients, save important documents and save on space on our own harddrive.

Dropbox has been amazing, & i would like to keep it forever. At a low cost but very useful.

I appreciated how easy it was to drop files and share them with the team. Also they don’t have many restrictions on the file naming which is awesome for when we first migrated our data.

US Dollar

Canopy is a cloud-based practice management and tax resolution platform for accounting firms, tax professionals, tax attorneys, and enrolled agents. It provides an integrated suite with various tools to help enhance efficiency while creating a connected client experience. Canopy offers a mobile app where clients can securely share files, complete case to-do lists, e-sign documents, view invoices, and make payments. The app is compatible with iOS and Android devices.


Canopy includes features such as birds-eye view, client requests, communications, automated workflows, custom templates, document review, payments, transcripts retrieval, tax resolution, notices, and more. It comes with a practice management module, which allows users to automate client onboarding, manage secure file exchange, and track client communications. 


Pricing is on an annual subscription basis. Support is available via phone, online knowledge base, and video tutorials. 



LongDescription

File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Document Templates

Project Workflow

Messaging

Tax Management

Electronic Payments

Invoice History

Status Tracking

Meeting Management

Payment Processing

Tax Forms

Recurring/Subscription Billing

Due Date Tracking

Time Tracking

Project Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Digital Signature

Mobile Payments

Task Scheduling

Financial Management

Electronic Signature

Project Billing

Credit Card Processing

Invoice Management

Project Planning/Scheduling

CPA Firms

Timesheet Management

Project Management

Task Planning

Approval Process Control

Customizable Invoices

Projections

Document Capture

For Accountants

Resource Management

Customizable Fields

Collaboration Tools

File Recovery

Full Text Search

Data Import/Export

Offline Access

Accounting

Multiple Projects

File Transfer

File Conversion

Document Classification

QuickBooks Integration

Contact Management

Version Control

Content Management

Configurable Workflow

For CPA Firms

Project Time Tracking

Hourly Billing

Cost-to-Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Compliance Management

Real-Time Data

Billing Portal

Client Portal

Forms Management

ACH Payment Processing

Workflow Management

Project Accounting

Email Management

Project Tracking

Percent-Complete Tracking

File Sharing

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Traditional Methodologies

Reminders

Invoice Creation

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Expense Tracking

Time Zone Tracking

Customizable Branding

Compliance Tracking

Reporting/Analytics

Contact Database

Remote Access/Control

Time & Billing - $24/month per user, billed annually
Workflow - $30/month per user, billed annually
Transcripts & Notices - $33/month per user, billed annually
Document Management - $40/month per user, billed annually
Client Management - $2.50/per client, per year, billed annually

We provide contact-based pricing tailored specifically for your firm.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Canopy

In Person

Live Online

Webinars

Documentation

Videos

Euro

Dropbox is a cloud-based file sharing software system that caters to individuals and businesses of all sizes. This solution allows users to share files and send file requests to people even if they don’t have a Dropbox account. Multiple users can leave comments on files and can collaborate with Microsoft Office.


The solution can recover deleted files and maintains version histories in case users want to recover old file versions. It also keeps track of all actions performed on specific files.


Advanced sharing enables only selected users to see important files, and files can be remotely wiped if sensitive data gets compromised. Dropbox can also back up all photos as they are added.


Dropbox also provides an admin panel to control files centrally. User licenses, content and access permissions can be transferred from one user to the other.



Optical Character Recognition

Surveys & Feedback

Dropbox for individuals:
Basic: Free for up to 2GB of space
Professional €16.58/month for 

Dropbox Business:
Standard: €10/user/month
Advanced: €15/user/month
Enterprise: Contract Dropbox for pricing.

Canopy vs Dropbox Business

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons